Complaint·October 25, 2023

CONTINUED... (R1)s admission agreement dated 9/9/2012 indicates monthly fee of $3,770.00 plus an assisted living service fee of $240.00, no fees for activity of daily living care/assistance with a total amount of $4,010.00. During the course of the investigation, two of two interviewees reported that (R1) had a change of condition and required higher level of care during the start of the COVID-19 Pandemic indicating that due to the COVID-19 pandemic and not wanting to overwhelm the residents and their families that the facility decided to hold off on increasing fees related to change of level of care/condition. Former (ED) Mike Silverman indicated "(R1)s family was informed that they were welcome to purchase (R1)s supplies and utilize the facility laundry area free of cost to do (R1)s laundry; indicating that (R1)s familiy preferred for the facility to purchase the supplies and do (R1)s laundry. Former Director of Health Care Tracii Brown indicated commencing reassessing the residents and the level of care needs on or about 5/1/2021, indicating "Some resident's fees increased due to higher level of care needs. The charges were based on the resident's needs. We've had to increase salaries to retain employees and cover agency staff as well to be able to provided the best care possible to the residents." Documentation review of Individual Service Plan for (R1) printed on 2/9/2022 indicated a total of 4,400 care points totaling an amount of $4,400.00 concluding a total monthly amount of $8,450.00 which includes the basic monthly and assisted living service fee of $4,010.00. Documentation review of Heritage Pointe Financial Aid Policy page 1 indicates the following: "When a Family has the capability of paying the full rental and service fee in combination with the resident's own funds, it is expected that they do so. As Jews, we are committed to care for those who cannot are for themselves and to that extent, we may approve Financial Aid within these specific guidelines: A. A resident shall only be considered for Financial Aid after four years of residence at Heritage Pointe and dependent on documented need. B. The resident must have an approval from the State of California that deems the Resident is eligible for Medi-Cal. Pending approvals for Medi-Cal will not be considered until such time as the application is approved by the state. C. The resident account must be current prior to commencing any financial support. Heritage Pointe will not write off outstanding balances connected to the Financial Aid application. Financial Aid support will not commence until such tie as the account balance is current." The department has investigated this complaint. Therefore based on the preponderance of evidence gathered through interviews, observations conducted by LPA Quiroz and documentation review, the allegation that the "Facility is over charging a resident while in care" is deemed UNFOUNDED, meaning that the allegations were false, could not have happened and/or are without a reasonable basis. This agency has investigated this complaint. CONTINUED ON NEXT LIC 9099-C PAGE... CONTINUED...No deficiencies cited during today's visit. An exit interview was conducted with Executive Director Assistant Tami Olsen, and a copy of report and LIC 811- Confidential Names were provided at exit.